AI thank-you notes for bigger gifts
Yahiv lists bigger gifts without a personal note, the AI writes a first draft for each from what it knows, and you check, change and email or print them.
Before you start
- Your login can record gifts.
- 1
Open Thank-yous
Click "Giving", then the "Thank-yous" tab.
Gifts without a note. - 2
Choose which gifts
"Gifts of at least $" (180 unless you change it) and "In the last … days" (30). Click "Show".
Which gifts need a note. - 3
Tick and set the tone
Under "Gifts without a note", all are ticked — untick any you'll thank another way. Optionally type the tone, e.g. "short and formal, mention the new building".
Tell the AI the tone you want. - 4
Draft
Click "Draft notes" (up to 40 at a time). Each note is written from the amount, campaign, dedication and how long they've given — nothing made up.
Up to 40 at a time. - 5
Check each note
Under "Drafts to check" read and change each note.
- 6
Send or print
Click "Email it", or "Print all … drafts" at the top and then "Printed & mailed" on each. "Skip" if you won't send it; "Save" keeps your changes for later.
Tips
- Without the AI connected, a friendly standard note is used — you can still edit it.
- "Email it" only shows when the person has an email.
If something isn't working
A gift isn't in the list.
Raise "In the last … days" or lower "Gifts of at least $", then click "Show".
There's no "Email it" button.
The person has no email. Print it instead and click "Printed & mailed".
Only 40 gifts are listed.
Notes are drafted 40 at a time. Draft these, then the next 40 appear.